Required role: Admin or Manager
Steps
1
Go to Work Orders
In the left sidebar, click Maintenance, then Work Orders.
2
Click Create Work Order
Click the Create Work Order button in the top-right corner.
3
Enter the details
Fill in the work order form:
- Title — a short, descriptive name for the task (e.g., “Replace broken window latch - Room 204”)
- Description — detailed instructions or context for the technician
- Category — the type of work (e.g., Electrical, Plumbing, IT)
- Priority — Low, Medium, High, or Critical
- Due date — when the work needs to be completed
4
Link an asset or location (optional)
If the work order relates to a specific asset or location, search for and select it. This links the work order to the asset’s history.
5
Assign to a technician
Select the technician or team responsible for this work order. See Assign and Prioritize.
6
Create
Click Create Work Order. It will appear in the Work Orders list with Open status and a notification will be sent to the assigned technician.
Next steps
Assign and Prioritize
Update the assignee or priority after creation.
Add Files and Notes
Attach supporting documents to the work order.